3735 Client Onboarding Jobs - Page 36

Drive restaurant partnerships: Sign contracts, handle inquiries from new/existing clients, generate leads (no-star to 5-star). Build owner relationships, advise on market issues, meet targets, and represent company values in the field. Required Candidate profile Graduate with/ 2+ yrs sales & e-comm exp. Confident, communicative team player. Analytical (Excel), leadership, initiative, creative. Perks and benefits 5 Working Days Monthly Incentives Travel Allowance

" data-id="825a927" data-element_type="container"> About Routematic Routematic is a leading employee transportation and mobility solutions provider, leveraging technology to deliver safe, efficient, and reliable commute experiences. We work with top enterprises to manage their end-to-end employee transport needs, driving both customer satisfaction and operational excellence. Role Overview We are seeking a highly motivated and experienced Senior Customer Success Manager to join our Pune team. The role involves managing key client accounts, ensuring seamless service delivery, and leading a team of 4 5 Customer Success Managers/Executives. The ideal candidate will bring strong customer success ...

Responsibilities: * Manage client relationships from onboarding to retention * Ensure customer satisfaction through churn management * Focus on domestic market with customer success strategy

As a Project Manager in this role, you will be responsible for leading implementation projects, including workshops, requirements gathering, technical specifications, project planning, and governance. Your key responsibilities will include: - Executing product testing and managing legal documentation to ensure successful onboarding - Ensuring compliance with audit, controls, and risk management policies throughout the onboarding process - Driving process optimization, efficiency improvements, and client experience enhancements within the team To qualify for this position, you should have: - Proven experience in client onboarding and project management within financial services or technology ...

Role Overview: You will be responsible for managing client onboarding processes, coordinating with internal teams for timely account setup, handling client requests for account maintenance, monitoring account activity for compliance with regulatory requirements, supporting account offboarding processes, responding to client inquiries efficiently, and identifying process improvements to enhance client experience and operational efficiency. Additionally, you will assist in preparing reports and documentation for audits and reviews while ensuring confidentiality and security of all client information. Key Responsibilities: - Manage client onboarding processes, including collecting and verifying...

Responsibilities: Lead sales team, drive revenue growth Manage client relationships, deliver exceptional service Generate leads, close deals, exceed targets Collaborate with marketing on campaigns, analyze results

Warm Greetings from Rivera Manpower Services Hiring: KYC /CDD /EDD Analyst Client Onboarding for leading US bank Call and book your interview slots: HR Ananya 8884496986 Rivera Manpower Services (send cv on whatsapp if the line is busy) Location: Bangalore Shift: US Shifts (Night) CTC: Up to 6 LPA Joining: Immediate Joiners Only Eligibility: Minimum 1 year of experience in international BPO handling CDD/EDD /KYC or client onboarding is mandatory Graduate (Any stream) Strong knowledge of KYC, AML, and onboarding procedures Roles & Responsibilities: Perform KYC checks and reviews for new client onboarding and periodic refresh processes Collect and verify client documentation including entity s...

Job Description: CRISIL is a global analytical company providing ratings, research, and risk and policy advisory services. We are India's leading ratings agency. We are also the foremost provider of high-end research to the world's largest banks and leading corporations. With sustainable competitive advantage arising from our strong brand, unmatched credibility, market leadership across businesses, and large customer base, we deliver analysis, opinions, and solutions that make markets function better. Department : Mid Corporate Group – Ratings – Business Development Roles & Responsibilities: Job Role : Good experience in sales domain. Experience in a client onboarding and relationship buildi...

Role & responsibilities Research, Identify, contact and onboard new direct customers, Tier 1, Prime vendors, MSP's. Extensive market research experience to identify prospective clients and maintain a target client list Arrange business/client meetings with prospective clients and effectively present/communicate our services. Build long-term relationships with new and existing customers Manage end to end Business Development Activities. Coordinate and manage off-shore Recruitment/Delivery Teams Achieve staffing services Objectives and reach Gross Revenue/Margin goals Prepare reports for all activity on a daily, weekly and monthly basis. Qualification: 8+ years of US IT Staffing sales experien...

Candidate should have - Proven track record of pitching to corporate organizations - Lead generation and corporate tie ups - Mostly lead generation will happen though emails , LinkedIn connections etc (no travel required) - Be a motivated and focused individual with target orientation and interpersonal skills - Win new business to achieve desired targets - Generate high quality leads that result in winning new projects and accounts - Successfully manage the sales process from lead generation to conversion - Work closely with Senior management , with their guidance and support. As this is Permanent WFH, applicants should have complete infrastructure to enable them to work for 8-9 hours like p...

About the Team: AML Compliance, which is a part of Legal and Compliance function in the organization is responsible for ensuring compliance with Anti Money Laundering / Know Your Customer / Sanctions regulations applicable to the company. About the Role : This role involves handling AML transaction and monitoring personnel who can analyze the transactions pattern to determine suspicion from an Money Laundering perspective. Expectations/ Requirements 1. Reviewing transaction monitoring alerts generated by the AML system to determine suspicious nature from a Money Laundering / Terrorist Financing (ML/TF) perspective. 2. Reviewing cases referred by business, risk and other teams to analyze and ...

Drive end-to-end system implementations for FaaS clients, focusing on Sage Intacct and associated financial tools Involve in client engagement, requirements gathering, solution design, configuration, testing, training, and go-live support Required Candidate profile Configure and implement Sage Intacct and related tools (BILL, Nexonia, etc.). Handle data migration and testing. Provide client and internal team training. Track project progress and mitigate risks.

Role & responsibilities Lead Generation & Prospecting for US Market Generated new business via cold calling, LinkedIn outreach, email campaigns, and industry networking or other resources Managed end-to-end sales cycle including prospecting, RFPs, negotiations, and onboarding. Preferred candidate profile Good communication skills Should have strong connect in the market Should be open for WFO Interested candidates can share profile at pallavi.chauhan@stmpl.co.in

Represent JPMorgan as the client-facing technical contact during complex Payments product implementations Provide consultative advice to clients and internal partners on technical aspects of Payments solutions Guide clients in improving treasury, finance, and business operations through JPMorgan Payments technology adoption Lead implementation projects, including workshops, requirements gathering, technical specifications, project planning, and governance Execute product testing and manage legal documentation to ensure successful onboarding Ensure compliance with audit, controls, and risk management policies throughout the onboarding process Drive process optimization, efficiency improvement...

To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers To understand client s business & provide appropriate working capital and business loan solutions across fund/ non-fund based products like Cash Credit, Demand Loan, BG etc. up to limit of Rs. 100 lacs Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in team memb...

Sr. BDE / BDM (Business Development) Corporate Sales Position Overview: We are looking for a motivated and dynamic Business Development Manager to join our team and drive growth by acquiring new corporate clients while strengthening relationships with existing customers. This role demands an individual who is proactive, results-driven, and skilled at navigating complex sales processes with senior-level decision-makers. Your work will directly impact our revenue and brand presence in the corporate sector. Key Responsibilities: New Client Acquisition: Identify, target, and onboard new corporate clients across diverse industries to expand our corporate portfolio. Sales Target Achievement: Consi...

The Client Service Operations (CSO) is an internal specialty function of Grant Thornton LLP. The CSO provides support capabilities to larger strategic accounts focusing on risk mitigation, third-party vendor management, and assisting engagement teams to achieve sustainable client growth. We act as a single point of contact between account teams and internal organizations, providing expedited resolutions to complex situations. We also offer a standard portfolio of services providing operational support for clients of high risk or revenue potential. The Client Service Senior Associate will play a critical support role for ongoing analysis, coordination, and administration across CSO services a...

Sales Manager with 4–8 years of exp in sales, - expertise in sales strategy, business development, team management, in the freight forwarding and logistics industry. new business opportunities strong customer relationships market trends, competitors

Responsibilities * Identify new business opportunities through networking, research, and market analysis to drive new client acquisition. * Develop and execute a strategic plan for acquiring new clients, including creating targeted sales pitches and proposals. * Collaborate with internal teams to ensure seamless onboarding process for new clients, ensuring their needs are met and expectations are managed. * Analyze market trends and competitor activity to stay ahead in the competitive landscape. Job Requirements * 1-7 years of experience in B2B corporate sales or field sales with a focus on new business development and client acquisition. * Proven track record of success in hunting for new c...

Responsibilities * Identify new business opportunities through networking, research, and market analysis to drive new client acquisition. * Develop and execute strategies for onboarding new clients, ensuring a seamless transition into our services. * Collaborate with internal teams to deliver exceptional client experiences, resulting in increased satisfaction and retention. * Continuously monitor and report on key performance indicators (KPIs) related to new business development. Job Requirements * 1-7 years of experience in B2B corporate sales or field sales with a focus on new client acquisition. * Proven track record of success in hunting for new business opportunities and closing deals. ...

Job Description Responsibilities Assist clients during onboarding and setup of their WhatsApp API account Provide technical support for API, bots, automation, and CRM tools Troubleshoot and resolve client issues with attention to detail Escalate technical problems to internal dev teams where needed Ensure timely and professional communication throughout the client journey Desired profile of the candidate Desired profile of the candidate Basic understanding of APIs, bots, and web integrations Strong communication and problem-solving skills Patience and clarity in handling client interactions 0-2 years of experience in tech support or customer success

Roles and Responsibilities Identify new business opportunities through lead generation, client meetings, and relationship building. Develop and execute sales strategies to acquire new clients and expand existing relationships. Conduct field sales activities such as visiting potential customers, presenting solutions, and closing deals.

Job Description: Were looking for a results-oriented Branch Manager to oversee branch operations. Key duties include monitoring sales, team performance, productivity, and client progress, while forecasting revenue and developing action plans to meet sales targets. • Monitor and analyze key regional data (sales, team performance, client status, receivables). • Accurately forecast weekly, monthly, quarterly, and annual revenue. • Identify opportunities, address challenges, create action plans, and ensure sales targets are met. • Recruit, develop, and retain top talent by providing training, development plans, and regular communication. • Track performance metrics and boost team productivity. •...

As an intern at Eduonix Learning Solutions Pvt Ltd, located in Koparkhairane, Navi Mumbai, you will play a crucial role in supporting and managing daily client interactions. **Roles & Responsibilities:** - Align and schedule daily meetings with clients with full ownership and priority - Handle client queries via email and phone professionally - Maintain and update CRM databases - Support client onboarding and regular follow-ups - Coordinate with internal teams for timely task execution **Qualifications Required:** - Students/freshers with excellent verbal & written communication skills - Strong sense of responsibility and time management - Comfortable with emails, phone calls, and basic CRM ...

Position: Client Onboarding- Investment Banking (Trade, Derivatives, Reporting ) Experience: 1-3 Years Location: Mumbai (Apply if you are in western line) Notice Period: Immediate Joiners Interested candidates can apply to the given Email ID: greeshma.t@twsol.com Job Description: Primary Responsibilities: 1. Initiate different product accounts on systems. 2. Responsible for coordinating with different team like but not limited to risk, sales, documentation etc. to get the accounts opened 3. Expertly navigate the organization, across divisions, to deliver timely and accurate issue resolution which may include communication with senior stakeholders within Ops and the BU. 4. Organizing and prio...